Amg Managers Brandywine Fund Quote

BLUEX Fund  USD 40.22  0.01  0.02%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Amg Managers is trading at 40.22 as of the 31st of January 2025; that is 0.02 percent up since the beginning of the trading day. The fund's open price was 40.21. Amg Managers has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund primarily invests in equity securities listed or traded on exchanges. The adviser intends to invest primarily in developed markets and economies, although it may invest in emerging markets. It may invest up to 25 percent of its net assets in emerging market countries. More on Amg Managers Brandywine

Amg Mutual Fund Highlights

Fund ConcentrationAMG Funds, Large Blend Funds, Long-Short Equity Funds, Long-Short Equity, AMG Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Amg Managers Brandywine [BLUEX] is traded in USA and was established 31st of January 2025. Amg Managers is listed under AMG Funds category by Fama And French industry classification. The fund is listed under Long-Short Equity category and is part of AMG Funds family. This fund currently has accumulated 106.24 M in assets under management (AUM) with minimum initial investment of 2 K. Amg Managers Brandywine is currently producing year-to-date (YTD) return of 4.0% with the current yeild of 0.0%, while the total return for the last 3 years was 3.72%.
Check Amg Managers Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Amg Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Amg Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Amg Managers Brandywine Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Amg Managers Brandywine Mutual Fund Constituents

MOSThe MosaicStockMaterials
NCNOnCino IncStockInformation Technology
CHTRCharter CommunicationsStockCommunication Services
ZTSZoetis IncStockHealth Care
COSTCostco Wholesale CorpStockConsumer Staples
XPOXPO LogisticsStockIndustrials
EXASEXACT SciencesStockHealth Care
ILMNIlluminaStockHealth Care
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Amg Managers Brandywine Risk Profiles

Amg Managers Against Markets

Other Information on Investing in Amg Mutual Fund

Amg Managers financial ratios help investors to determine whether Amg Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Amg with respect to the benefits of owning Amg Managers security.
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